Tower View Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Tower View Wealth Management’s Portfolio RDS.A Stock Details RDS.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$22K	–	229
2021 Q3	$22K	Buy	+500	New	+$20.2K	0.01%	133
2018 Q4	–	Sell	-86	Closed	-$6K	–	159
2018 Q3	$6K	Hold	86	–	–	0.01%	136
2018 Q2	$6K	Buy	+86	New	+$5.96K	0.01%	125

Other funds holding RDS.A

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tower View Wealth Management's RDS.A Position: Q4 2021 in Review

Tower View Wealth Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q4 2021, closing a stake of 500 shares — an estimated $22K sold.

Tower View Wealth Management first reported a position in RDS.A in Q2 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2021. 771 funds tracked by Wall St. Rank hold RDS.A as of Q4 2021.

Tower View Wealth Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q4 2021 after selling out during the quarter.
Tower View Wealth Management sold 500 Royal Dutch Shell PLC ADS Class A shares in Q4 2021, an estimated $22K.
Tower View Wealth Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2018 and held it in 3 quarters.
Tower View Wealth Management's Royal Dutch Shell PLC ADS Class A position peaked at $22K in Q3 2021.
771 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q4 2021.

Based on Tower View Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.